+69.5%
SMTC vs DOV
+15.9%
+53.6%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.2% | -4.3% | -4.3% |
| 7D | +11.0% | +3.0% | +8.0% | +8.1% |
| 30D | -28.5% | +8.6% | -37.1% | -32.8% |
| 3M | -14.2% | +1.9% | -16.1% | -14.5% |
| 6M | -18.0% | -1.7% | -16.3% | -15.0% |
| YTD | +55.5% | +8.3% | +47.2% | +52.7% |
| 1Y | +69.5% | +16.6% | +53.0% | +61.2% |
| All | +69.5% | +15.9% | +53.6% | +61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded DOV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling